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Vanguard S&P 500 ETF
VOO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3001
American Capital Advisory
Idaho
$562K -$126K -203 -18%
WIA
3002
Wealthedge Investment Advisors
New York
$561K +$1.86K +3 +0.3%
CRI
3003
Colonial River Investments
Virginia
$560K +$33.6K +54 +6%
MAS
3004
MPWM Advisory Solutions
Georgia
$560K – – –
TH
3005
Team Hewins
California
$559K +$286K +460 +106%
RF
3006
Robinswood Financial
Washington
$559K +$116K +187 +27%
KDA
3007
Kraft Davis & Associates
Missouri
$558K +$39.8K +64 +8%
WF
3008
Wayfinding Financial
Washington
$558K – – –
HA
3009
Herold Advisors
New York
$556K -$39.2K -63 -7%
EWM
3010
Elevation Wealth Management
Minnesota
$556K +$551K +886 New
SFS
3011
Stiles Financial Services
Minnesota
$554K – – –
TDB
3012
Thompson David Blair
$553K +$548K +882 New
MJPCFAI
3013
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$553K +$548K +882 New
DWM
3014
DKM Wealth Management
California
$553K – – –
WA
3015
Winter & Associates
Minnesota
$547K +$542K +872 New
CAM
3016
Claret Asset Management
Quebec, Canada
$546K -$8.7K -14 -2%
SIC
3017
SJS Investment Consulting
Ohio
$545K +$326K +525 +153%
TFG
3018
Taylor Financial Group
Virginia
$544K – – –
TLP
3019
Trinity Legacy Partners
Texas
$543K +$1.24K +2 +0.2%
GCA
3020
Gallagher Capital Advisors
Texas
$542K +$307K +494 +135%
HWM
3021
Horizons Wealth Management
North Carolina
$541K -$42.9K -69 -7%
LDB
3022
Lee, Danner & Bass
Tennessee
$541K +$97.6K +157 +22%
MPM
3023
Meritage Portfolio Management
Kansas
$541K -$19.9K -32 -4%
EA
3024
Ellsworth Advisors
Ohio
$538K +$32.3K +52 +7%
MWAM
3025
Manhattan West Asset Management
California
$537K -$19.9K -32 -4%
119 120
121
122 123